Planning and Designing Your CRM Project

This session, the second in a three part series, provides practical steps on how you can run a CRM project that achieves its goals and leads to successful outcomes. Join Microsoft Dynamics CRM MVP and sales strategist Rick McCutcheon at this live educational event to learn about topics including: Setting budgets, time requirements, priorities, and project objectives Mapping your CRM business processes in areas like business development, account management, marketing, and customer service Best practices in customization, including: Leveraging pull downs, pick lists and workflows Template requirements and design Integration with email Data management

Introduction to Customer Relationship Management
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Introduction to Customer Relationship Management

Quick Start Guide to CRM Data Migration using SQL Server SSIS
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Quick Start Guide to CRM Data Migration using SQL Server SSIS

System Design Concepts Course and Interview Prep
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System Design Concepts Course and Interview Prep

Harness the Power of Advanced Finds in Microsoft Dynamics CRM 2015
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Harness the Power of Advanced Finds in Microsoft Dynamics CRM 2015

Project Management Simplified: Learn The Fundamentals of PMI's Framework ✓
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Project Management Simplified: Learn The Fundamentals of PMI's Framework ✓

Excel 2021 Full Course Tutorial (3+ Hours)
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Excel 2021 Full Course Tutorial (3+ Hours)

Passing AAISM: A Deep Dive into Domain 1 AI Governance
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Passing AAISM: A Deep Dive into Domain 1 AI Governance

Dynamics 365 for Sales/CRM:  A Day in the Life of a Sales Person
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Dynamics 365 for Sales/CRM: A Day in the Life of a Sales Person

Microsoft Fabric and Power BI - Developer of the Future⚡ [Full Course]
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Microsoft Fabric and Power BI - Developer of the Future⚡ [Full Course]

How To Code In Python | Python Tutorial For Beginners | Python Basics | Learn Python | Intellipaat
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How To Code In Python | Python Tutorial For Beginners | Python Basics | Learn Python | Intellipaat

Introduction to CRM - Customer Relationship Management Systems | Class
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Introduction to CRM - Customer Relationship Management Systems | Class

CRM Basics & Defining Your Sales Process - Vijay Sundaram
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CRM Basics & Defining Your Sales Process - Vijay Sundaram

How to Plan a CRM Project - CRM strategy planning advice from a UK consultancy partner
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How to Plan a CRM Project - CRM strategy planning advice from a UK consultancy partner

HubSpot CRM FULL Beginners Tutorial 2026 | Complete Training Course
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HubSpot CRM FULL Beginners Tutorial 2026 | Complete Training Course

Power BI DAX Tutorial for Beginners (2025): Master DAX in ONE Course!
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Power BI DAX Tutorial for Beginners (2025): Master DAX in ONE Course!

How to create Ultimate Excel Gantt Chart for Project Management (with Smart Dependency Engine)
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How to create Ultimate Excel Gantt Chart for Project Management (with Smart Dependency Engine)

System Design Explained: APIs, Databases, Caching, CDNs, Load Balancing & Production Infra
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System Design Explained: APIs, Databases, Caching, CDNs, Load Balancing & Production Infra

Hands-On Power BI Tutorial 📊 Beginner to Pro [Full Course] 2023 Edition⚡
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Hands-On Power BI Tutorial 📊 Beginner to Pro [Full Course] 2023 Edition⚡

JavaScript Tutorial For Beginners | JavaScript Training | JavaScript Course | Intellipaat
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JavaScript Tutorial For Beginners | JavaScript Training | JavaScript Course | Intellipaat

6 Keys to a Successful CRM Implementation - Susan Clark
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6 Keys to a Successful CRM Implementation - Susan Clark